+172.1%
NXT vs MGY
+32.1%
+140.1%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.2% | +1.7% | +1.9% |
| 7D | -1.9% | +3.5% | -5.5% | -2.7% |
| 30D | -20.0% | +5.3% | -25.3% | -21.1% |
| 3M | -30.7% | +2.6% | -33.4% | -31.5% |
| 6M | -29.0% | -3.3% | -25.7% | -29.3% |
| YTD | -4.8% | +29.2% | -34.1% | -14.3% |
| 1Y | +22.8% | +18.0% | +4.8% | +13.4% |
| 3Y | +93.9% | +30.0% | +63.9% | +69.6% |
| All | +172.1% | +32.1% | +140.1% | +133.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MGY.
Daily Out/Under-Performance
Portfolio return minus MGY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MGY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded MGY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling